Forgeby
Start free
NewCall hour in your browser

Say what you want in one sentence. Forgeby plans it, does the work and checks with you before anything goes out.

Start freeSee it run
  • Free platform and seats
  • Built in Gothenburg, stored in Stockholm
  • Find and reach buyers worldwide
  • Works in any AI, Slack and Teams
Good morning, MajaThursday 22 October
Book meetings with heads of finance at UK and Nordic SaaS companies that are hiring in finance.
Forgeby
Read tallyhouse.com and your last 40 sent mails
Found 140 companies hiring in finance, 260 people
Checked your never-list and market rules

Here is a plan. Nothing goes out until you approve it.

Running. 12 calls are in today's Call hour and 3 drafts wait for you.
Describe a motion
Plan· Free
PlanSpec
Heads of financeRunning, day 1
Your plan appears here
Heads of finance, UK and Nordic SaaSCompanies hiring in finance this month, 50 to 500 people
Who140 companies, 260 peopleHead of finance, CFO, finance systems
StepsCall2 daysLinkedIn task3 daysMail4 daysFollow-upIf a call connects, the mail is written from it.
CostUp to 380 credits ($38), only for what is found260 work emails at 1, 40 accounts researched at 3
Your timeAbout 20 minutes a day
First meetingIn about 9 working days
Mailbox ceiling40 a day from maja@tallyhouse.com
GuardrailsNever-list, UK and Nordic market rules, no mail after 17:00
ModePlan firstYou approve the plan, then each first mail
3 drafts waitingPlanning is free
Works with
HubSpotSalesforcePipedriveGmailOutlookGoogle CalendarSlackMicrosoft TeamsClaudeCodexCursorDeepSeekGrok
Onboarding

Forgeby reads your site, asks only what it does not say, and writes down what it understood. Every agent, the chat and Claude read the same files, and every change is in History, with Undo.

Onboardingtallyhouse.com
Forgeby

Tell me what you sell and to whom. I read your site first, so I only ask what it does not say.

Reading your homepage.
Reading your case studies.
Writing down what you sell, from your homepage.

I read tallyhouse.com

Who should Forgeby find for you? Narrow it: role, company size, country, and what happens at a company that makes it the right time.

Heads of finance at software companies of 50 to 500 people, in the UK and the Nordics, when they start hiring in finance.

What do buyers say when they push back, how do you write, and which words do you never use?

They say month-end is fine as it is. We keep it short, sign with a first name, and never say guaranteed.

Your company

Here's what I understood

Tallyhouse

Who to go after

  • Heads of finance

    They own month-end and sign off on the tools for it.

  • Finance systems leads

    They run the stack the close depends on.

Where and what size

Geography

Company size

Nothing is sent until you say so.

Your LinkedIn®

Your own LinkedIn account, for one job: a post on your own feed when you press Publish. You sign in at LinkedIn, so your password never reaches Forgeby. Forgeby never posts by itself, never sends a message or an invitation, and never reads your feed or your network.

LinkedIn: Connected
What Forgeby knowsabout Tallyhouse
  • Offercontext/offer.md
  • ICPcontext/icp.md
  • Voicecontext/voice.md
  • Never-listrules/never-list.yaml
  • Floorrules/floor.yaml
  • Approvalsrules/approvals.yaml
  • Accountsyour book, live
  • Peoplewho is in the room
  • Signalswhat just changed
  • Playswhat runs when
Each is a file in the memoryRead live from your book, never copied

Every agent, the chat and Claude over MCP read the same view.

The memoryYour go-to-market as files you own
tallyhouse-gtm19 files · read-only export
  • context/what you sell, to whom, in what voice
    • offer.mdWritten just now
    • icp.mdWritten just now
    • voice.mdWritten just now
  • rules/what Forgeby must never do
    • never-list.yaml
    • floor.yaml
    • approvals.yaml
    • touch.yaml · send-windows.yaml · sender-caps.yaml
  • signals/weights.yaml
  • plays/ · motions/how they run, never who is in them
  • outputs/what Forgeby wrote, counted
  • Accounts and peopleNever written here: read live from your book.

History

History
WhenSourceWhat changedUndo
Just nowAppICP, Offer, Voice changed
Motions

Six motions sellers run every week. Pick one and watch the plan build.

  • Book meetings with heads of finance at UK and Nordic SaaS companies that are hiring in finance.

    CallLinkedInMailFollow-up
    About 9 days to a meetingUp to 380 credits
    Showing above

  • Revive closed-lost deals from the last 12 months.

    CallMailFollow-up
    About 6 days to a meetingUp to 114 credits

  • Follow up with everyone we met at the London event.

    CallLinkedInMail
    About 5 days to a meetingUp to 23 credits

  • Call every account that read our pricing page this week.

    CallMailFollow-up
    About 4 days to a meetingUp to 33 credits

  • Ask my network for warm intros to our top 20 accounts.

    LinkedInMailFollow-up
    About 8 days to a meetingUp to 300 credits

  • Book calls with new CFOs at SaaS companies in their first 90 days.

    CallLinkedInMailFollow-up
    About 10 days to a meetingUp to 184 credits
How it is built

Everything your team knows lives in one workspace, stored in Stockholm. Plain roles do the work, and Forgeby checks with you before anything goes out.

It weighs every account. It remembers every call. It does the work and checks with you first. It learns from every edit.

  • ReachesMail, calls, calendar, company data and your CRM.
  • RemembersEvery person, touch and fact, with its source.
  • ActsResearch, Signals, Writer, Meetings, Rules.
  • WeighsForgeby picks the next step from what just happened.
  • Checks with youEvery send waits on your yes, or runs on Autopilot inside your rules.
7 / 7The tower stands. Built in Gothenburg.
The motion

A call that connects changes the mail. A reply stops the sequence. A wrong number never stalls a contact.

Heads of financeRunning, 260 people
Call2 daysLinkedIn task3 daysMail4 daysFollow-up on Autopilot
Finance leadMetaview, London

Step 1, a call today at 10:12

The never-list, market rules and send checks run on every branch.

Find

Companies and people from the built-in database, weighed against live signals. Every reason, named.

AccountsBuilt-in database
Software50 to 500 peopleUK, NordicsNews in the last 60 days
140 companies260 people3 worth a call today
Metaview51 to 200 peopleHiring in strategic finance, 9 Oct
Tandem HealthAbout 220 peopleHiring an FP&A Manager, 5 Oct
Nory51 to 200 peopleHiring an FP&A Lead, 12 Oct
VerdaAbout 250 peopleRaised a $189M Series B, 22 Sep
Aptitude Software201 to 500 peopleNew CFO in office, 21 Sep
TrueLayer201 to 500 peopleHiring a Head of Finance, 8 Oct
Forgeby07:45, your morning brief

3 accounts worth a call today.

Metaview

Posted a Strategic Finance role in London on 9 October. Closed a £45m Series C on 30 September.

Job post, 9 Oct
Tandem Health

Posted an FP&A Manager role in Stockholm on 5 October. Raised a $100M Series B led by the Scaleup Europe Fund, managed by EQT, on 14 September.

Job post, 5 Oct
Nory

Posted an FP&A Lead role in London on 12 October.

Job post, 12 Oct
Call hour

Dial from the browser. The summary and the follow-up are written from what was said.

Call hour12 to callBrowser
  • Finance leadMetaview, London
  • Finance leadTandem Health, Stockholm
  • Head of financeNory, London
  • Finance directorTrueLayer, London
  • CFOAptitude Software, London
  • Head of financeVerda, Helsinki
Next: Tandem Health in 2 min
Finance leadMetaview, London. 10:12 local time
02:14Connected, logged
Recorded after a spoken notice

Log the outcome with one key

Summary, transcribed in the EU

  • Month-end close is the bottleneck as the team grows.
  • Owns the tool budget together with the CFO.
  • Asked for a short case from a similar company.
Follow-up, written from the callWaiting for you

Hi, thanks for your time today. You said month-end close is the bottleneck as you grow. One of our customers halved theirs in one quarter. Here is the two-page case you asked for.

Approvals

Drafts in your own style, checked before you see them, sent from your own mailbox.

AppWaitingSlackTeamsClaude
Forgeby appIn your motion

Forgeby
Metaview's finance lead picked up and asked for a case. I wrote the follow-up from the call.

Follow-ups

Follow-up to Metaview

From
maja@tallyhouse.com
To
Finance lead, Metaview
Subject
A faster month-end close

Hi, thanks for your time today. You said month-end close is the bottleneck as you grow. One of our customers halved theirs in one quarter. The two-page case is attached. Maja

  • Not on your never-list
  • UK market rules
  • No placeholders
  • Not a near-copy

Sends one email from this seat's own mailbox after you accept. It changes nothing in your CRM. If you decline, nothing is sent.

Sent

Approved in Claude at 09:04. Receipt filed.

Follow-ups on AutopilotOn
Tandem Health second follow-upSends in 8:00
You can cancel until it sends.

Written in your style

Short sentences, first names

Opens with what they said

Signs off with "Maja"

Learned from 40 sent mails and 12 of your edits

LinkedIn

Forgeby drafts the note and opens the profile. You send it. Warm intros come from your own network.

LinkedIn taskFinance lead at Tandem Health

Step 3 of the motion. Drafted from their Series B news.

Hi, congratulations on the Series B. We help finance teams keep month-end close short while they grow. Open to a short call next week?
Logged. Next: a mail in 3 days.
A former colleague knows their finance lead
You worked together before. Ask them for an intro.
Meetings

A prep brief going in. Notes while you talk. A recap, a follow-up and CRM updates after.

Metaview, discoveryThursday 14:00, 30 min
BeforeDuringAfter

Recap

A pilot on one entity after a security review.
The March audit sets the deadline.
Recap and next stepsWaiting for you

Thank you both. As agreed: the security review on the 29th, then a pilot on one entity.

CRM updates, as cards

Stage Discovery to EvaluationCard
Next step: security review, 29 OctCard
Note: the meeting summaryCard
Deal rooms

Your case, a mutual plan, a guest chat and decks, all in your own brand.

tallyhouse.com/rooms/metaview

Tallyhouse for Metaview

A faster month-end close, before the March audit.

Mutual plan

Discovery call20 Oct
Meeting with finance22 Oct
Security review29 Oct
Pilot on one entity16 Nov

Decks

The case
Pilot plan
Security

Guest chat, 2 guests

Finance systems, guestCan we see your security overview before the 29th?
Draft, waits for MajaYes. It is in the room now. Shall we walk through it on the 29th?
Finance lead, guestI have invited our CFO.
CRM

HubSpot, Salesforce or Pipedrive. Every write-back arrives as a card first.

CRM updateFrom the Metaview meeting

Forgeby asks

Update your CRM for this deal

To HubSpot

Deal stage
DiscoveryEvaluation
Next step
Security review, 29 Oct
Note
Meeting summary, 14:30

Writes to your own CRM with your own sign-in when you approve, and nowhere else. It sends no mail. Forgeby keeps no undo for a CRM write: change it back in your CRM. If you decline, nothing is written.

Written to HubSpot

Receipt filed at 14:41.

It learns

Your changes become style lessons. Suggested changes come with evidence. Every action leaves a receipt.

Your editFollow-up to Metaview

The draft, with your changes

I hope this finds you well. I wanted to reach out because oneOne of our customers halved its month-end close in one quarter. You said close is the bottleneck. Would a short case help?

Best regards, Maja Lind

Style lesson savedSkip the pleasantries. Use what they said. Sign with your first name.From 4 of your edits. You can switch it off.
Suggested changeHeads of finance
Call before the first mail.
Call first7
Mail first2

Meetings booked in 30 days, 260 people, version 3 against version 2.

Results and receiptsVersion 3
4Replies
1Meetings

Too few to say yet. About 20 replies are needed to compare versions.

09:10Mail sent to Metaview, approved by Maja0 credits
08:02Work email found at Tandem Health1 credit
07:45Metaview researched3 credits
Control

Five modes, sender caps and a never-list. One switch pauses everything.

Workspace rulesTallyhouse
Pause everythingStops every motion in the workspace
Sender capPer mailbox, rises with its sending pace40 a day
Never-listPeople and domains that never hear from you212
Lawful basisRecorded for every new contactLegitimate interest
Market rulesCold mail only where B2B rules allow itUK, Nordics

Everything is paused. Nothing goes out until you resume.

Desktop rail

It shows your brief before a call, takes notes without a bot during it and picks the next step after. Hold a key anywhere and speak: the text lands in the app you are in.

Forgeby railWindows and MacAt the edge of any screen

Before

Call in 04:12

Your brief, from the plan

  • Finance lead, Metaview
  • Month-end close is the bottleneck as the team grows.
  • Ask one thing: who signs off a new tool?

During

02:14

Listening, no bot in the call

A spoken notice played first
  • YouWho signs off a new tool?
  • ThemMe, together with the CFO.

Your notes join what was said

After

Logged

One key, and the next step is picked

1ConnectedLogged

A short mail from your own mailbox, written from what was said

Waiting for your yes
Dictating 00:04
Hold a key, speak, releaseThe cleaned text lands in the app you are in. It is never sent.
Anywhere

Claude, Cursor, Codex, DeepSeek and Grok, Slack and Teams, and the app all open onto the same Forgeby, on the model you pick. Ask from any of them and the work comes back there.

ClaudeClaude CodeCodexSlackTeams
Who should I call today?
Used Forgeby: morning brief
Metaview, Tandem Health and Nory. Start with Metaview: they posted a Strategic Finance role on 9 October, after a £45m Series C.
Draft a follow-up to Metaview's finance lead.
Used Forgeby: draft mail
Done. The draft waits as a card in Forgeby. Nothing is sent until you approve it.
https://forgeby.com/api/mcpTools act with your sign-in. Writes arrive as cards.
The app

Plans, cards and Call hour in your browser.

forgeby.com
Your tools

The brief and every card in Slack and Teams.

@Forgeby who should I call today?
Your agents

Claude, Cursor, Codex, DeepSeek and Grok through one connector.

claude mcp add --transport http forgeby https://forgeby.com/api/mcp
Any modelAuto picks the model for the task. Pin a chat to one, or bring your own key.
  • AutoDefault
  • ClaudeEU
  • GPTEU
  • GeminiEU
  • MistralEU
  • GrokYour key
  • DeepSeekYour key

Answered by Claude Sonnet 5.5, in the EU

Trust

Find and reach buyers in every market from one workspace, with your data stored in Stockholm.

7 / 7Stored in Stockholm. Sent from your own mailbox.
  • Your data is stored in Stockholm.

    Walled to your workspace, in the database itself.

  • Mail leaves from your own mailbox.

    No pooled, bought or borrowed mailboxes.

  • Never sends without your permission.

    Every send, booking and CRM write is a card, or a rule you set.

Security

  • Stored in Stockholmeu-north-1, named in the DPA
  • Walled to your workspaceRow-level security in the database itself
  • Never trains a modelNot trained on, not resold
  • Every sub-processor namedListed in the DPA, Annex B
  • Encrypted in transit and at restTLS 1.2 or better, AES-256
  • A spend cap on every workspaceA ceiling on credits per workspace
  • SOC 2 Type IIIn progress
  • ISO 27001In progress

Trust centerSub-processorsData processing agreement

Start

Your first plan is free.

Start freeTalk to us